“ClosePlan takes the path to close out of the rep's head and gets it into the Salesforce. Deal scorecards,
relationship maps and close plans. As a result, reps, managers, and the prospect all win.


Cory Bray
Author, Managing Director, ClozeLoop


Relationship Maps

Quickly and easily create relationship maps natively in Salesforce with easy to use drag and drop functionality. Identify the people that matter and visualize the buyer’s organization so sales can build relationships with the right people and increase win rates.

  • Assign roles and decision-making status for each stakeholder

  • Add influence lines, conflict lines and informal reporting lines to visualize the organizational power structure

  • Create Maps on Account and Opportunity levels

  • Export Maps to .PNG to share in meetings or deal reviews

Deal Scorecard

Create a common language across your team with deal qualification scorecards that adapt to any methodology. Sales can qualify opportunities in a simple and intuitive way. Deal Scorecard provides sales leadership quick visibility into opportunity health to align conversations and forecasts.

  • Supports any qualification methodology - MEDDIC, BANT, Triangle Selling, Customer Centric Selling, etc.

  • Multiple Deal Scorecards for different business lines, sales regions, and industries.

  • Collaborative opportunity qualification. Involve the entire team.

  • Out of the box scorecard reporting.

Sales Playbooks

Reinforce best practice action, sales methodology. Sales Playbooks increase efficiency in the execution & reinforcement of your sales process. These playbooks help best practices permeate through a larger sales organisation and help optimise the Opportunity-to-Close process.

  • Build Your Own Best-practice Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Services, etc.

  • Introduce repeatable, best practice sales processes. Reduce end of quarter surprises and increase win rates.

  • Included sales enablement content in playbooks. Delivered when and where sales need it.

  • Support any sales methodology.


Native in Salesforce

Save time and effort. ClosePlan works where you and your sales team work —in Salesforce.

  • Support for Salesforce Classic and Lightning.

  • Deploys within the Salesforce Opportunity page.

  • Supercharge Salesforce Sales Cloud.

  • ClosePlan helps sales organisations execute on the things that matter —all within Salesforce.

Install and Setup

Built with flexibility and ease-of-use in mind, ClosePlan is a Salesforce approved application.

Install on your Salesforce instance in minutes and get your teams up and running with the tools they need to win.

Install ClosePlan directly from the AppExchange or contact us for a customised ClosePlan demo.